Podcast 102: How To Stay Organized And Convert Leads Into Sales with Adam Sand

Adam Sand

This is the second episode in our series Making This Your Best Year Ever. Today I interview Adam Sand about staying organized using the best CRM program for your business. In the series I teach you how to get more leads but if they are falling through the cracks your just wasting your time and money. In this interview, you’ll learn how to set up a sales pipeline that will take out the stress of the sales process.

What you’ll hear in this episode:

  • Adam’s background: the techy nerd who started a roofing company with his best friend
  • How Adam solves the problem of lead generation
  • How he helps roofing contractors choose the right CRM for their business
  • Adam’s podcast: it’s filled with great information!
  • What Google shows about visits to roofing websites
  • How a video can set your website apart for your ideal customer
  • How a free ebook download helps convert sales
  • How a CRM system can help manage relationships with customers and maximize growth potential
  • How a CRM can help capture customers
  • How smaller companies should start out with a CRM
  • What can go wrong when you have the wrong CRM system:
    • It can lock you into a customer journey that’s wrong for your business
    • It won’t allow you to evolve, integrate, and automate
  • A few of Adam’s favorite CRM’s to recommend—and why: Acculinks, JobNimbus, Contractor’s Cloud, and Job Progress
  • Other useful tools for roofing contractors
  • The ultimate determinant in a CRM’s success is how it works for YOU
  • How Adam’s business helps in choosing and setting up a CRM system
  • Why it’s important to map out clear roles within your company and CRM system
  • “The best CRM is the one you use and improve.”

Links:

Need Help Answering the Phone?

Use Ruby Receptionists! 

Click here and use the code Roofer50 for 50% off the first order!

Or Call Ruby at (844) 326-7829

Find out more about Adam:   www.roofingbusinesspartner.com/crmpicker

Find Adam on Facebook and Instagram

www.sargeantsroofing.com

0 0 votes
Article Rating

Like What You Hear?

Show Your Support And Leave Review On Apple Podcasts

Subscribe
Notify of
guest

0 Comments
Inline Feedbacks
View all comments
0
Would love your thoughts, please comment.x
()
x